一、交易方式为集合竞价。 | 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 关于控股子公司收到全国中小企业股份转让系统 同意挂牌函的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东奥飞数据科技股份有限公司（以下简称"公司"或"奥飞数据"）控股 子公司广东奥飞新能源股份有限公司（以下简称"奥飞新能源"）于近日收到全 国中小企业股份转让系统有限责任公司（以下简称"全国股转公司"）出具的《关 于同意广东奥飞新能源股份有限公司股票公开转让并在全国股转系统挂牌的函》 （股转函﹝2026﹞388 号），全国股转公司同意奥飞新能源股票公开转让并在全 国中小企业股份转让系统挂牌，具体如下： 特此公告。 广东奥飞数据科技股份有限公司 董事会 2026 年 3 月 12 日 二、本函自出具之日起 12 个月内有效，奥飞新能源应在有效期内按照有关 规定完成股票挂牌。 三、自本函出具之日起至股票正式挂牌前，奥 ...

根据《中华人民共和国公司法》等有关法律法规及《广东奥飞数据科技股份 有限公司章程》的规定，广东奥飞数据科技股份有限公司（以下简称"公司"或"奥 飞数据"） 董事会由九名董事组成，鉴于原非独立董事黄展鹏先生因个人家庭原 因辞去公司第四届董事会非独立董事职务，公司董事会空缺一名成员。现公司根 据相关法律法规及《公司章程》的有关规定，拟补选一名非独立董事。 | 证券代码：300738 | 证券简称：奥飞数据 公告编号：2026-009 | | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | 广东奥飞数据科技股份有限公司 关于拟补选非独立董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 祝志军先生简历 1975 年 4 月出生，中国国籍，无境外永久居留权，大专学历。曾任职北京 晨报媒介总监、广州利保信息科技有限公司总经理。现任广东奥飞数据科技股份 有限公司销售总监。 2026 年 3 月 4 日，公司召开第四届董事会第三十次会议并审议通过《关于 拟补选非独立董事的议案》。经有权提名人推荐、董事会提名委员会进行任职资 格审核， ...

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 关于召开 2026 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板 股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运 作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 03 月 20 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 03 月 20 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的 具体时间为 2026 年 03 月 20 日 ...

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-008 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 第四届董事会第三十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 广东奥飞数据科技股份有限公司（以下简称"公司"或"奥飞数据"）第四届董 事会第三十次会议（以下简称"会议"）于 2026 年 3 月 4 日以现场与通讯相结合 的方式在公司会议室召开，以书面方式进行表决。本次会议为紧急会议，会议通 知已于 2026 年 3 月 3 日以电话通知、电子通讯通知、专人送达等方式发出。应 当参加会议董事 8 人，实际参加会议董事 8 人。经全体董事共同推举，会议由公 司董事林卫云女士主持，公司高级管理人员列席会议。会议的召集、召开程序以 及表决程序符合《公司法》及《公司章程》等有关规定，形成的决议合法有效。 二、董事会会议审议情况 经与会董事认真审议，会议以记名投票表决方式通过了以下议案并形成如下 决议： 经审议 ...

Group 1 - The core viewpoint of the news is that Aofei Data's stock price increased by 5.01%, reaching 27.05 CNY per share, with a trading volume of 2.118 billion CNY and a turnover rate of 8.22%, resulting in a total market capitalization of 26.649 billion CNY [1] - Aofei Data, established on September 28, 2004, and listed on January 19, 2018, is primarily engaged in Internet Data Center (IDC) operations, with IDC services accounting for 82.18% of its revenue and other internet services making up 17.82% [1] Group 2 - From the perspective of Aofei Data's top ten circulating shareholders, Guangfa Fund's Guangfa CSI 1000 ETF (560010) entered the top ten shareholders in the third quarter, holding 3.3248 million shares, which is 0.34% of the circulating shares, with an estimated floating profit of approximately 4.289 million CNY [2] - Guangfa CSI 1000 ETF was established on July 28, 2022, with a latest scale of 35.872 billion CNY, achieving a year-to-date return of 11.65% and a one-year return of 31.41% [2]

Investment Rating - The industry investment rating is "Positive" and maintained [12] Core Insights - The communication sector saw a 2.35% increase in the 6th-7th week of 2026, ranking 6th among primary industries in the Yangtze River region; since the beginning of 2026, it has risen by 0.44%, ranking 27th [2][6] - Tower's silicon photonics revenue doubled, with a high demand for 1.6T, and capacity expansion plans have been adjusted with prepayments secured; silicon photonics modules continue to penetrate the market [2][10] - Vertiv's orders and backlog reached new highs, with a shipment-to-order ratio rising to 2.9 times [2][10] - ByteDance's Seedance 2.0 has industry-leading generation availability, while Google's Gemini 3.1 Pro tops the charts, and Anthropic's annual revenue is growing rapidly at $14 billion [2][10] - OpenAI's cumulative computing expenditure is expected to exceed $600 billion by 2030, with an upward revision of revenue forecasts [2][10] Summary by Sections Market Performance - In the 6th-7th week of 2026, the communication sector increased by 2.35%, ranking 6th among primary industries; since the start of 2026, it has risen by 0.44%, ranking 27th [2][6] - Among companies with a market capitalization above 8 billion, the top three gainers this week were Dawei Technology (+39.4%), Shengke Communication (+31.7%), and Shenling Environment (+29.6%); the top three decliners were Tongyu Communication (-11.7%), Dingtong Technology (-9.7%), and Xinke Mobile (-9.3%) [6] Company Highlights - **Tower**: In Q4 2025, revenue reached $440 million, a year-on-year increase of 13.7%, with GAAP net profit of $80 million, up 45.3%. The company expects silicon photonics revenue to reach $228 million in 2025, doubling from 2024, and has raised its capacity target from 3 times to over 5 times the Q4 2025 shipment [7] - **Vertiv**: In Q4 2025, revenue was $2.88 billion, a year-on-year increase of 22.7%, with GAAP net profit of $450 million, up 203.1%. The company reported a significant increase in organic orders, with a year-on-year growth of 252% [7] AI Model Developments - On February 12, ByteDance launched Seedance 2.0, achieving industry-leading performance in complex scenarios with a high generation availability rate [8] - Anthropic completed a $30 billion Series G financing round with a post-money valuation of $380 billion, reporting an annual revenue of approximately $14 billion [8] - On February 19, Google released Gemini 3.1 Pro, which ranked first in AI analysis, showing significant improvements in reasoning capabilities [8] Future Projections - OpenAI updated its financial outlook, projecting cumulative computing-related expenditures to exceed $600 billion by 2030, with training costs expected to rise significantly in 2025 and 2026 [9]

Group 1 - The core viewpoint of the news is the significant rise in the computing power leasing sector, with multiple companies experiencing substantial stock price increases [1] - Runze Technology reached a 20% limit up, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, such as Zhongbei Communication and Huasheng Tiancai, also hit their price limits, showcasing a broader trend of growth within the computing power leasing industry [1] Group 2 - Companies like Aofei Data and Maixinlin saw stock increases of over 10%, further emphasizing the positive momentum in the market [1] - Additional firms, including Guanghuan Xinwang, Hengrun Co., Hongjing Technology, and Runjian Co., also experienced stock price increases, indicating widespread enthusiasm in the sector [1]

Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, driven by Nvidia's presentation of its next-generation Vera Rubin computing system, which integrates advanced components [1][2]. Group 1: Stock Performance - Starry Technology (星宸科技) increased by 16.41%, with a total market value of 35.8 billion and a year-to-date increase of 84.86% [2]. - Runze Technology (润泽科技) rose by 15.90%, with a market capitalization of 164.4 billion and a year-to-date increase of 100.60% [2]. - Zhiwei Intelligent (智微智能) saw a 10.01% increase, with a market value of 14.9 billion and a year-to-date increase of 59.14% [2]. - Tianfu Communication (天孚通信) increased by 9.37%, with a market capitalization of 290.4 billion and a year-to-date increase of 373.51% [2]. - Other notable stocks include Maxinlin (迈信林) up by 8.98%, and Fenghuo Communication (烽火通信) up by 8.43% [2]. Group 2: Nvidia's Presentation - On February 25, Nvidia showcased the internal structure and supply chain details of the next-generation Vera Rubin computing system, which includes 72 Rubin GPUs and 36 Vera CPUs, totaling 1.3 million components [1].

Group 1 - The A-share market saw a significant rise in computing power concept stocks, with notable increases in companies such as Xingchen Technology (up over 16%) and Runze Technology (up over 15%) [1] - Nvidia showcased the internal structure and supply chain details of its next-generation Vera Rubin computing power system, which integrates 72 Rubin GPUs and 36 Vera CPUs, totaling 1.3 million components [1] Group 2 - The stock performance of key companies includes: - Xingchen Technology with a market cap of 35.8 billion and a year-to-date increase of 84.86% [2] - Runze Technology with a market cap of 164.4 billion and a year-to-date increase of 100.60% [2] - Zhiwei Intelligent with a market cap of 14.9 billion and a year-to-date increase of 59.14% [2] - Tianfu Communication with a market cap of 290.4 billion and a year-to-date increase of 373.51% [2] - Other companies like Mai Xinlin, Zhongbei Communication, and Fenghuo Communication also showed significant gains [2]

Group 1 - Major declines observed in the stock prices of several companies, including Dawi Technology, which hit the daily limit down, and Guanghuan Xinwang and Yuntian Lifeng, both dropping over 10% [1] - Other companies experiencing significant declines include Aofei Data, Wangsu Technology, Dataport, Qingyun Technology, Yunsai Zhili, Dongfang Guoxin, Yakang Co., and Hang Steel, all of which are among the top losers [1]